Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.
Milestones
Milestones group your template steps into collapsible sections. They’re optional - steps without a milestone appear in an “unmapped” section at the bottom.
- Open your template in edit mode
- Click Create milestone
- Enter a name (max 250 characters)
- Click Accept
- Add steps: Drag steps into a milestone section, or create new steps while a milestone is selected
- Move steps: Drag between milestones, or drag to unmapped to ungroup
- Reorder milestones: Drag milestone headers to change their order
Click the three-dot menu icon on a milestone header to rename or delete it. Deleting a milestone moves its steps to the unmapped section - they don’t get deleted.
When you launch a process, milestones carry over. Tasks appear grouped under the same collapsible milestone sections.
CSV exports include milestone_id, milestone_name, and milestone_position columns. Tasks without a milestone show empty values.
Processes > Process lifecycle management
Every process in Tallyfy moves through five distinct phases—create a template with steps and assignments then launch a named instance where assignees complete tasks while you monitor progress in the Tracker view and finally review captured data after completion to improve your template based on patterns found across multiple runs.
Tracking And Tasks > An overview of processes
In Tallyfy a process is a live running instance of a template that you launch and track daily where each process captures a snapshot of its template at launch time and can be uniquely named or auto-named while allowing extra tasks to be added on the fly and then archived or restored after completion.
Templates > Using folders for templates
Tallyfy lets you create folders and subfolders to organize your workflow templates by department or function and these template folders are completely separate from the task/process folders used to organize running work in the Tasks and Tracker views.
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